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Shulman DeMeo Asset Management’s INNOVATE Corp VATE Stock Holding History

Shulman DeMeo Asset Management’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,712
Closed -$16.4K – 135
2024
Q2 		$16.4K Hold
2,712
– – ﹤0.01% 129
2024
Q1 		$19K Hold
2,712
– – 0.01% 134
2023
Q4 		$33.4K Hold
2,712
– – 0.01% 134
2023
Q3 		$43.9K Hold
2,712
– – 0.01% 127
2023
Q2 		$47.5K Hold
2,712
– – 0.01% 130
2023
Q1 		$80.5K Hold
2,712
– – 0.03% 131
2022
Q4 		$50.7K Hold
2,712
– – 0.02% 133
2022
Q3 		$19K Hold
2,712
– – 0.01% 130
2022
Q2 		$47K Hold
2,712
– – 0.02% 135
2022
Q1 		$100K Hold
2,712
– – 0.03% 140
2021
Q4 		$100K Buy
+2,712
New +$108K 0.03% 147

Other funds holding VATE

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Shulman DeMeo Asset Management's VATE Position: Q3 2024 in Review

Shulman DeMeo Asset Management sold out of INNOVATE Corp (VATE) in Q3 2024, closing a stake of 2,712 shares — an estimated $16.4K sold.

Shulman DeMeo Asset Management first reported a position in VATE in Q4 2021 and held it in 11 quarters. The position peaked at $100K in Q1 2022. 34 funds tracked by Wall St. Rank hold VATE as of Q3 2024.

  • Shulman DeMeo Asset Management reported no remaining INNOVATE Corp position as of Q3 2024 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 2,712 INNOVATE Corp shares in Q3 2024, an estimated $16.4K.
  • Shulman DeMeo Asset Management first reported a position in INNOVATE Corp in Q4 2021 and held it in 11 quarters.
  • Shulman DeMeo Asset Management's INNOVATE Corp position peaked at $100K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2024, filed 15 Oct 2024.